Closing Thoughts for the Week
The previous week was a very rare balancing act between optimism on continued Fed easing and uncertainty over the U.S. government shutdown. U.S. stocks finished the week higher, with the S&P 500 and Dow Jones Industrial Average each rising about 1.1 percent, while the Nasdaq
Macro Observations
For more than two years, the traditional financial media focused nonstop on what kind of “landing” the US economy would go through as higher interest rates worked their way through the system. What few people thought about, however, is that it may not land at all. The “no landing” situation
High Yield Spotlight
A Look At The Cullen Enhanced Equity Income ETF (DIVP)
Leaders-Laggards
The U.S. energy sector has been volatile over the past year. After a strong run in 2022, energy cooled in 2023 and has delivered more modest gains since. As of mid-2025, the S&P 500 Energy sector was up about 4% year-to-date, despite wide swings
Newsletter
It might seem counterintuitive for a newly launched exchange-traded fund to take a top position in a 140-year-old coal mining company. Yet The Free Markets ETF (FMKT) recently made Peabody Energy (NYSE: BTU) one of its largest holdings, at roughly 4% of the portfolio. What’s behind
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Join us for an exclusive deep dive TODAY from 11-12 PM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape industries from
Newsletter
Join us for an exclusive deep dive this coming Friday from 11-12 PM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape
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Sponsored By OptionsANIMAL
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Sponsored By OptionsANIMAL
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Hello everyone, I hope you’re doing well. I’m writing to you directly because I have an important request: I want to make The Lead-Lag Report better for you. For over five years now, The Lead-Lag Report’s format and approach have remained largely unchanged. While I’
Newsletter
Join us for an exclusive deep dive this coming Friday from 11-12 PM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape
Global View
U.S. stocks did well in September. The S&P 500, Dow, and Nasdaq all went up in value, and the Dow even set a new record. But the background doesn’t look as convincing. Markets may be ahead of fundamentals given weak jobs growth, manufacturing weakness, and stubborn